Certified Financial Planner (Part-time)

Learnlux; United States; A distancia; USD 60.000 - 75.000; A tiempo parcial

Descripción de la vacante

LearnLux is seeking a part-time Certified Financial Planner to join a fast-growing, remote team in the United States. You will work directly with employees to provide unbiased, holistic financial guidance, helping with budgeting, retirement planning, equity compensation, debt management, and more.

The position is 100% remote within the US and reports to the Director of Financial Planning. You’ll engage clients via video, chat and email and may travel occasionally for on-site events.

Formación

• Experience in multiple areas of personal finance: Retirement, Equity Compensation, investments, budgeting, debt management, Student Loans, cash flow planning, digital currencies, estate planning, insurance and more.
• Passion for educating individuals to take control of their financial future.
• Ability to manage multiple tasks concurrently and adapt to evolving priorities.

Responsabilidades

• Provide unbiased, holistic financial guidance to employees via remote sessions (video, chat, email).
• Cover topics such as budgeting, student loans, retirement readiness, equity compensation, debt management and more.
• Explain LearnLux methodology and tailor guidance to changing financial environments.
• Join monthly team meetings to share subject-matter expertise and improve the digital experience.
• Act as an extension of clients' teams during open enrollment.

Conocimientos

Financial planning

Client communication

Multi-tasking

Initiative

Educación

CPA

Enrolled Agent

Credit Counseling certifications

Descripción del empleo

LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention.

We’re building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you’re energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you’ll find this a rewarding environment.

We’re a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We’re a growth-focused business building for scale, and we’re excited by the opportunities and challenges that come with that journey.

The Role

LearnLux is looking for a part time Certified Financial Planner® to join our fast growing team. Leveraging the LearnLux digital experience you will work directly with employees to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals.

This role is 100% remote within the US and reports to the Director of Financial Planning.

What you’ll do

• Must be available to work various shifts from 8 AM - 11 PM ET Monday through Friday with a typical expectation, but not guarantee, of 5-15 hours per week
• Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, student loans, retirement readiness, equity compensation, debt management and more
• Advise on the LearnLux methodology to improve and respond to the changing financial environment
• Participate in monthly team meetings to bring your subject matter expertise to improve the LearnLux digital experience
• Become an expert on our client’s benefit plans so you can act as an extension of their team during open enrollment

You should bring

• Passion for educating individuals to take control and invest in their financial future
• Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members
• Can demonstrate ability to take initiative and execute
• Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, Student Loans, cash flow planning, digital currencies, estate planning, insurance and more

It would be great if you also

• CPA, Enrolled Agent, or similar
• Certification in Credit Counseling
• Additional Certifications
• Startup and/or Fintech experience
• Experience creating presentations and presenting to large audiences virtually or in-person
• Availability to work occasional evenings and Saturday
• Ability to occasionally travel to on-site events

LearnLux is a fit for you if you

• Thrive in fast-moving environments and enjoy building in moments of change. We operate with urgency, and roles, priorities, and approaches evolve as we grow.
• Like wearing multiple hats and helping define the path forward. At LearnLux, roles evolve as we grow, and employees often help create clarity, structure, and direction where it didn’t previously exist.
• Take initiative and don’t wait to be asked. You see problems as opportunities and are comfortable stepping in to move work forward.
• Are energized by ambiguity and willing to make decisions with imperfect information. We learn quickly by doing, and pace is a competitive advantage for us.
• Enjoy being hands-on and owning work end to end. While strategic thinking matters, execution, follow-through, and accountability are what drive impact here.
• Are motivated by high standards and continuous improvement. As we hit new milestones, we intentionally raise the bar on quality, ownership, and outcomes.
• Value clear, frequent communication and collaboration. As a remote team, staying aligned through proactive communication is core to how we operate.

Closing

LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply.

LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status.

The pay range for this role is listed below. Individual compensation will be commensurate with the candidate's experience and local cost of labor.

Salary Range

$60 - $75 USD